Pension Plan Bonds

ERISA requires plan sponsors purchase a pension plan bond equal to 10 percent of plan assets.

The below chart lists typical premiums you could expect for 3-year pension plan bonds.

Pension Plan Bond Sample Premiums
for a 3-Year Term

Bond Amount

For Plans With Assets Up To...

Premium

$10,000

$100,000

$93

$12,500

$125,000

$97

$15,000

$150,000

$108

$17,500

$175,000

$118

$20,000

$200,000

$123

$25,000

$250,000

$138

$30,000

$300,000

$148

$35,000

$350,000

$160

$40,000

$400,000

$169

$45,000

$450,000

$176

$50,000

$500,000

$183

$75,000

$750,000

$235

$100,000

$1,000,000

$264

$125,000

$1,250,000

$312

$150,000

$1,500,000

$360

$200,000

$2,000,000

$456

$250,000

$2,500,000

$552

$300,000

$3,000,000

$648

$325,000

$3,250,000

$698

$350,000

$3,500,000

$748

$375,000

$3,750,000

$798

$400,000

$4,000,000

$848

$425,000

$4,250,000

$898

$450,000

$4,500,000

$948

$475,000

$4,750,000

$998

$500,000

$5,000,000

$1,048


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